+4,434.3%
SMH vs SCHD
+552.5%
+3,881.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.2% |
| 7D | +4.3% | -2.6% | +7.0% | +7.6% |
| 30D | +0.9% | -0.3% | +1.1% | +0.9% |
| 3M | -2.8% | +6.1% | -8.9% | -10.5% |
| 6M | +45.6% | +11.7% | +33.9% | +25.9% |
| YTD | +59.5% | +26.3% | +33.1% | +18.4% |
| 1Y | +93.4% | +28.8% | +64.7% | +39.8% |
| 3Y | +287.1% | +55.0% | +232.1% | +121.0% |
| 5Y | +338.0% | +60.0% | +278.0% | +147.2% |
| 10Y | +1,876.8% | +243.1% | +1,633.7% | +332.4% |
| All | +4,434.3% | +552.5% | +3,881.9% | +309.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SCHD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling